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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1776
WealthCollab
Washington
$341K +$20.6K +100 +7%
FFO
1777
Fortitude Family Office
Arizona
$341K -$31.9K -155 -9%
RFW
1778
Redwood Family Wealth
Texas
$341K +$323K +1,571 New
PTC
1779
Philadelphia Trust Company
Pennsylvania
$340K – – –
OA
1780
Oxbow Advisors
Texas
$340K +$322K +1,565 New
ALA
1781
Atlas Legacy Advisors
California
$340K +$54.9K +267 +22%
GA
1782
GSG Advisors
New Jersey
$339K -$3.7K -18 -1%
AL
1783
Aspiriant LLC
California
$339K +$60.3K +293 +23%
MWM
1784
Mattern Wealth Management
Kansas
$339K – – –
CFG
1785
Compton Financial Group
Maryland
$339K +$82.3K +400 +34%
DIM
1786
Delta Investment Management
California
$338K – – –
TWP
1787
Triad Wealth Partners
Kansas
$338K +$32.1K +156 +11%
AF
1788
Atala Financial
California
$337K – – –
AWM
1789
Act Wealth Management
Texas
$337K +$319K +1,551 New
CAC
1790
Core Alternative Capital
Georgia
$337K +$218K +1,058 +215%
DJSG
1791
D.J. St. Germain
Massachusetts
$336K – – –
CWG
1792
Cornerstone Wealth Group
North Carolina
$335K -$5.35K -26 -2%
CVM
1793
Cheviot Value Management
California
$335K -$557K -2,710 -66%
MUMSS
1794
Mitsubishi UFJ Morgan Stanley Securities
Japan
$334K +$317K +1,540 New
RCM
1795
RB Capital Management
Nevada
$334K -$4.32K -21 -1%
FGA
1796
Fortis Group Advisors
New Jersey
$333K +$198K +965 +194%
2L
1797
25 LLC
Missouri
$333K +$316K +1,535 New
IF
1798
Integrity Financial
Wyoming
$333K +$206 +1 +0.1%
TCM
1799
Telos Capital Management
California
$333K +$16.5K +80 +6%
CFP
1800
Cascade Financial Partners
California
$332K -$86.4K -420 -22%
70 71
72
73 74